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RAFFA WEALTH MANAGEMENT, LLC’s Southern California Bancorp BCAL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’s Portfolio BCAL Stock Details BCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65K Hold
79
– – ﹤0.01% 886
2026
Q1 		$1.4K Hold
79
– – ﹤0.01% 854
2025
Q4 		$1.48K Buy
+79
New +$1.45K ﹤0.01% 823

Other funds holding BCAL

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WDC
Woodward Diversified Capital Bakersfield, California $227M AUM 40.62% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BCAL Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 79 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BCAL in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 79 shares of Southern California Bancorp worth $1.65K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Southern California Bancorp share count unchanged in Q2 2026.
  • Southern California Bancorp made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #886 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Southern California Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.